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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Beasley is a financial advisor registered with Avantax Advisory Services and Avantax Insurance Agency, LLC. Jeffrey has 19 years of experience in the financial services industry. Jeffrey is a registered representative of Avantax Investment Services Inc., a registered investment advisor, and holds the following licenses: Series 6, Series 7, and Series 63. Jeffrey has also passed the SIE exam and Uniform Investment Adviser Law Examination. Jeffrey is a highly experienced financial advisor with a passion for helping individuals and families achieve their financial goals. He is a member of the Plain City Area Ball Association, where he coaches youth sports. Jeffrey is committed to providing his clients with personalized financial advice and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
TX
01/31/2024 - Present
Avantax Advisory Services (DALLAS TX)
OH
08/07/2020 - 11/22/2023
IFP SECURITIES, LLC (Powell OH)
OH
04/25/2012 - 08/10/2020
KEY INVESTMENT SERVICES LLC (COLUMBUS OH)
OH
11/13/2009 - 04/24/2012
PNC INVESTMENTS (COLUMBUS OH)
OH
05/28/2004 - 11/13/2009
NATCITY INVESTMENTS, INC. (COLUMBUS OH)
IA
Issued 10/20/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/27/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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